- Ongoing Partnership and Expert Guidance
We believe in building long-term relationships with our clients, offering
continuous support to develop, implement, and monitor your asset allocation strategies. Our expert team is dedicated to providing ongoing personalized advice, available directly from Switzerland. This ongoing partnership ensures that your investment strategies remain aligned with your evolving needs and market conditions.
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- Discretionary and Advisory Mandates: Flexibility and Autonomy With our discretionary mandates, Suiza Fidelis takes on the responsibility of managing your assets, leveraging our expertise to make informed decisions on your behalf. Alternatively, with an advisory mandate, you retain full control over your investment decisions, benefiting from our independent and expert advice. This approach ensures you have the autonomy to structure your investment strategies while relying on our guidance to navigate the complexities of global markets.
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- At Suiza Fidelis SA, we offer independent asset management services tailored to meet the unique needs of our clients, whether through a discretionary or advisory mandate. Our approach is global and comprehensive, designed to go beyond traditional methods and provide open architecture solutions that align with your specific objectives.
- Tailored Mandates with a Focus on Your Goals
Our mandates are built on a foundation of meticulous analysis, ensuring that each portfolio is structured to achieve the specific goals of our clients. We recognize that each situation is distinct, which is why we employ a systematic, rigorous, and pragmatic approach to risk management. By understanding your risk appetite and long-term vision, we optimize our proposals to fit your unique profile.
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- Commitment to Excellence and Independence Suiza Fidelis SA operates with a long-term vision, underpinned by a strict code of ethics. Our independence from third-party commissions ensures that our advice is solely focused on what is best for you. We prioritize capital protection, liquidity management, and the efficient handling of cash reserves, always striving for excellence in our service to institutional and private clients alike. Choose Suiza Fidelis SA for independent asset management that adapts to your needs, respects your autonomy, and offers the security of working with a trusted, experienced partner.
Management Structure – Externa Asset Management / Multi Family Office
- At Suiza Fidelis SA, we offer a sophisticated And client-centered approach to external asset management through our Multi-Family Office (MFO) services. Our management structure is designed to provide comprehensive, customized financial solutions that cater to the unique needs of both institutional and private clients, ensuring long-term success and financial security.
- Seamless Integration with Banking Institutions Our external asset management services are deeply integrated with top-tier banking institutions in Switzerland. This partnership allows us to offer a full suite of services, including credit facilities, asset custody, and detailed reporting. We maintain close relationships with a network of custodian banks, ensuring smooth account management and access to the best financial products and services available.
- Tailored Portfolio Management Suiza Fidelis SA takes pride in its ability to craft personalized investment strategies that align with each client’s goals and risk tolerance. We offer active portfolio management, underpinned by rigorous research and precise order execution. Our conservative, non-speculative approach focuses on capital preservation, while still providing opportunities to enhance yield through strategic, value-added interventions.
- Comprehensive and Transparent Reporting Transparency and accountability are at the heart of our services. We provide detailed, end-of-month portfolio reports, offering full visibility into performance and the macroeconomic factors influencing your investments. Our continual monitoring and analysis ensure that your portfolio is always aligned with your objectives, with adjustments made as needed to optimize results.
- Expertise in Execution and Risk Management Suiza Fidelis oversees the implementation of all investment orders, ensuring that transactions adhere to the best execution principles set by the custodian banks. Our deep expertise in risk management is reflected in our exclusive focus on high-quality, investment-grade instruments, with adiversified approach across sectors and geographies. This careful management minimizes risk while maximizing the potential for stable, long-term returns.
- Long-Term Client Partnerships We are committed to uilding enduring relationships with our clients, grounded in trust, confidentiality, and a shared vision for the future. Our long-standing experience in both the Swiss financial system and international capital markets positions us as a reliable partner, dedicated to helping you navigate complex financial landscapes with confidence. Choose Suiza Fidelis SA’s external asset management and Multi-Family Office services for a bespoke, expertly managed financial experience that prioritizes your needs and goals every step of the way.
About us
- Suiza Fidelis S.A. is an independent portfolio manager founded in Switzerland in 2008.
- The company has extensive expertise in European and American Capital markets.
- As independent portfolio managers, since 2009 the company has had the status of qualified investor granted by the OAR-G, in addition to complying with the regulations of the FINMA (Swiss Financial Market Supervisory Authority).
- Since 2014, Suiza Fidelis S.A. has received its registration as Global Intermediary, by the IRS (Tax services) of the USA, within the framework of the new international regulation FATCA.
- Additionally, since 2024, Suiza Fidelis has successfully obtained the license from the FINMA as gestionnaire de fortune.
A Company with Traditional Values
- Long-TermVision: we manage our investments with a long-termvision of the future, as well as our relationships with our clients.
- Code of ethics: we do not advise guided by placement commissions or payments from third parties. Our wide range of custodian Banks ensures our independence in giving our advice.
- Excellence: our daily work is guided by achieving the best for our clients through a conservative management approach.
- Investment not speculation: our job is to advise on long-term investment, capital preservation, not on speculation.
- Discretion: we firmly believe that investment advice is based on trust, security and confidentiality.
Contact Information
Email: info@suiza-fidelis.swiss
Ch. Des Vernes 1, En Peguey CH 1279
Chavanness-de-Bogis, Suiza
Phone: +41 22 7855 120
Business Hours: 09:000 AM (CET) to 05:00
PM (CET); Monday to Friday
Jorge A. Loayza
Directeur
SUIZA FIDELIS SA
Ch. Des Vernes 1, En Peguey CH 1279
Chavanness-de-Bogis
Switzerland
www.suiza-fidelis.swiss
Michaell V Ross
Investment M.
SUIZA FIDELIS SA
Ch. Des Vernes 1, En Peguey CH 1279
Chavanness-de-Bogis
Switzerland
www.suiza-fidelis.swiss
Matvey Le Lann
Gestionnaire F.
SUIZA FIDELIS SA
Ch. Des Vernes 1, En Peguey CH 1279
Chavanness-de-Bogis
Switzerland
www.suiza-fidelis.swiss
